Zoho Books - Zoho Cliq Integration

Zoho Cliq is a chat application that helps you connect and collaborate with your team at your workplace. It helps you to keep your team in the loop about your business activities.

Benefits of integrating Zoho Books with Zoho Cliq

  1. You can collaborate with Zoho Cliq users from within Zoho Books using the quick chat bar; and
  2. Receive important Zoho Books notifications in your preferred Cliq channel.

To better understand how this integration will help you, let us look at a scenario of a company using Zoho Books for accounting and Zoho Cliq for internal communication.

Scenario: The Sales team in the company contacts customers regarding sales but they don’t have access to the Zoho Books account. As a result, they don’t know whether the customer has viewed the estimate, has accepted it or rejected etc. However, by integrating Zoho Books with Zoho Cliq, the Sales team will be able to receive notifications in the Sales team’s Zoho Cliq channel whenever a customer:

  • Views an estimate
  • Comments on an estimate
  • Accepts or rejects an estimate
  • Views an invoice
  • Comments on an invoice, or
  • Makes payments towards invoices.
cliq-channel

Similarly, the Finance team in a company will be using Zoho Books predominantly and they can collaborate with other Zoho Cliq users directly from Zoho Books using the Zoho Cliq chat bar.

cliq-chatbar

Prerequisites:

  • You must have an active Zoho Cliq account for which you have signed in using the same Zoho account that you’ve used to sign in to Zoho Books.
  • An active channel in Zoho Cliq with the necessary team members who should receive the updates from Zoho Books.

Integrate Zoho Books with Zoho Cliq

Setting up the Zoho Books - Zoho Cliq integration is easy.

cliq-integrations

cliq-connectnow

cliq-enablechatbar

cliq-enablechannel

cliq-connect cliq-channel

Disable Integration

When you don’t want Zoho Books to be integrated with Zoho Cliq anymore, you can disable the integration easily. You will have to disable the options in the integration to deactivate the integration.

Note: The messages in Zoho Cliq will continue to remain in Zoho Cliq even after you disable the integration.

To disable:

cliq-deactivate

cliq-disablechannel cliq-disablechannelpopup

Now, Zoho Books will be disabled from Zoho Cliq. You can enable it again when needed.

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account

Books

Online accounting software
for small businesses.